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Carefree what was the offer and show me where a firm offer was made? I’m a long term holder here and want the SP to increase, there was speculation that Apollo were going to make an offer and MM made this public around the time of publishing another set of results which missed targets..is that factually incorrect?
The facts are:
1) The SP is 66p
2) No one has made a formal offer for the business at these levels
3) THG have missed targets continuously
4) We don’t have a strategic business update and have no real foresight on what the plan for business is
5) We have a CEO that is trying to take on the LSE and is failing and shareholders are being punished as a result of his one man pursuit
6) shorts are still increasing at these levels.
These are all facts
Can someone please confirm where the £1.70 has come from..factually that it was a bid and not speculation? People latching onto the £1.70 undervaluing the business..never confirmed by anyone that it was £1.70 just speculation? SP is a Horror show here
Just another day of being a shareholder here..4% down on a nothing day..at least at Curry’s they disclosed what the preliminary bid was so shareholders can take a view on what the market really values the company at and not pie in the sky speculation..this is the worse part of the whole thing for me..Out board couldn’t be bothered to let us know so we could decide..horrific.
Think the control freak won that one..he got his mate to buy some as well and got Tom hunter to say how great he was and to say he’s happy to put them away to the market wakes up (it’s the markets fault of course - he also says he sold a load at £5 so he’s quids in either way the bald twit - no offence fellow baldies)
Going to be another painful year..the Holland and Barrett deal is not going live until 2q 2024 which in the THG world means 30th June best case and we start seeing something in the accounts Oct/Nov..If we sign this whale up which has been talked about for years will take 1 year+ for anything to get into the accounts of magnitude..and no doubt nutrition will continue to lose market share (but the price protection initiative did work - according to Matt and Matt alone) sickening he can get away with it and all the NED’s just sit there and pick up a pay packet..shocking really.
this is exactly my concern..we are absolutely being walked into the 50’s and our board give absolutely zero ships about it. feels like it’s only a few of us ****d off with the board and the sp performance and the boards complete lack of empathy with shareholders..matt is a complete control freak with no regard for the 35%..
Amen..it’s horrific being a shareholder here. The pattern is painful..quick pop in morning (just like today) then back down to about open price or just below..will bob along like that and then will drop 1-2% then will recover and might go green maybe 1% up and then smashed down from 4pm..rinse..repeat.
Couldn’t believe it when I read it..makes me angry to be honest because our CEO is absolutely not delivering for shareholders yet still has the audacity to take plaudits on LinkedIn after publishing the 4q update..we are near 10% further down since before the results..shockingly bad.
Can someone within City AM tell them to remind their boss..
Literally a quote below from their article today on BP CEO..FFS please remind Mat the prat of what he is there to do!!!
‘What Auchincloss displayed yesterday was an occasionally rare understanding of who a company is run for: its shareholders.
In the year to come it will be more important than ever that CEOs remember that. Politicians are queueing up at the City’s gates to demand more from business under the guise of a ‘partnership’ between the public and private sector.
They will be asked to do the right thing, show some leg on purpose. That’s all fine and dandy but it isn’t what a business is there to do: it is to deliver, day after day, for shareholders. That means, mostly, maximising value.
And that means delivering what investors and shareholders want – regular returns, with long-term prospects.’
Yes I posted it on here at the time..part of the problem is that there would appear to be a group of people that know what the plan is and the rest of the shareholders are treated like dog poo..I just want to know what the plan is so I can decide if I stay invested or cut my losses..this is the frustrating thing..similarly if I knew what the offer was at the time I could have decided what to do..however we are just left to contact IR with no response..shambles really.
Post from Herculano Rodrigues (VP of ingenuity) today on LinkedIn below and commented on by Vivek ..when is any of this going to be flippin reflected in the SP as it’s soul destroying being a holder here…
£1M to £125M in Just 5 Years: Myprotein's Japanese Market Triumph 🚀
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Good post Giles..read that LinkedIn post earlier and you’re sense of frustration and logical point games across well. Surprised he responded to be honest. Iain McDonald posted a about 1 hour ago which read:
‘Interesting post Matt, actually brings back lots of good memories of being a private company!. The move into beauty was great foresight and has been a great category for us. As far as I’m aware we’re the only fully integrated online beauty business in the world which makes THG Beauty a very valuable asset - strategically and economically. That’ll be recognised one way or another soon enough’
Read into that what you will..to paraphrase..good memories being private..recognised soon enough!! I’m clutching at straws as it’s Friday!!
Embarrassing is right..everybody on that board should be embarrassed to be associated with the company and the lack of SP stability..who the hell would want to invest in a company that can be so easily rode up and down..and the board seem happy for this to happen..complaining about it on LinkedIn is not helping the SP you muppet
Just sums this company and the SP up..absolute horror show..just when you think it can’t get any worse..it does…what’s going to change? Could be in the 40’s again. Where are you now mat when the SP is tanking again - don’t anyone say..it’s market wide, it’s the shorters etc etc it’s BORING. Out board need to do something to get this flipping SP higher..END OF.. absolute bunch of crunts.
Couple of posts on LinkedIn about visit from auto store & SoftBank robotics today..for those that don’t use LinkedIn..Tom Killeen chief ops at THG posted today, with picture at icon (in front of gorilla!) with all the bods from auto store and SoftBank..post read:
‘Another flying visit from friends and Partners at AutoStore™, the Japanese team from Askul Corporation and SoftBank Robotics.
When you have people flying half way around the world because they want to see under the bonnet of THG Operations, it’s one of the best testimonials to the work we have accomplished over the past few years.
Understanding why and how we put the customer first was the main purpose of the visit and how Autostore plus our own software continues to turn the screw positively on operational efficiencies.’